Emailing Contact Notes

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Karen Lewis

• 14 March 2019 02:25

Currently, when you cc someone on a note that you add to a contact, you can't see (unless you go to the CC'ed persons profile) who that note has been sent to. 

Suggestion: Add another column on a students profile page that is titled "CC'ed To". All contacts that you cc that note to, will be visible in this column. This way, at a glance, you can who its been forwarded to.

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  Chloe Wilson

  • 10 November 2019 08:53

  Agreed. This would be incredibly beneficial for us as well! Often we need to see who a contact note was sent too and if unknown, often we may send it twice just to be sure. This would be a fantastic feature!!

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  Juliet Volz

  • 20 May 2021 23:11

  yes, definitely! This actually used to be a feature - you could see 'sent to xxx' on the note.  Can we have this added back please??

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  Susan Dodds

  • 06 September 2021 06:56

  Full support for this suggestion - being able to see who the note was sent to (and cc'd to) on the note would be really useful!

  If the Sent to: information could be included in the same way as the updated by info below it would save a lot of time.

  

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  Louise Lawson

  • 11 February 2022 01:33

  Yes..I agree to the above.  This would be very helpful as it confirms that you have emailed the person and haven't forgotten to send.  

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  Amber Davies

  • 19 September 2022 02:05

  Hi aXcelerate Team, Just hoping to see if there was an update here? We are using the 'Send Note' function more and more, and have no evidence / way to find out who it was sent to (unless you know the recipient and can go to their aXc profile). Has there been any update in including a 'Note Sent to: XXX' in the note, in a similar way that it lists 'Updated by XXX' on the note. Thanks, Amber

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  Belinda Kemp

  • 01 December 2022 21:50

  Yes I totally agree to this! For tracking purposes (even just clarity) I would think it's essential to have record of who notes have been sent to. 

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  Jackie O'Sullivan

  • 05 May 2023 02:42

  Totally agree!!! This is so needed!!!!! I have put this on the forum in my own post and need to see who we have CCed notes to daily. Currently you have to write IN your note that you are CCing someone. Please aXcelerate - update/re instate this feature.

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  Jasmine Keys

  • 31 May 2024 01:29

  We have had so many issues with tracking who has been emailed notes can we please have an update if this idea will be implemented/reinstated?

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